High Net Worth Client Relationship Manager

1 day ago

Singapore beBeeLeadership Full time $90,000 - $120,000
Business Leader for High Net Worth Clients

We are seeking a seasoned professional to lead our team in providing top-notch wealth management, investment, and financial solutions to high net worth individuals.

The ideal candidate will have extensive experience in managing complex client relationships, identifying investment opportunities, and developing tailored strategies to meet each client's unique needs.

Coupled with strong leadership skills and the ability to drive results-oriented teams, the successful candidate will be responsible for delivering exceptional client service, driving business growth, and ensuring seamless execution of financial transactions.

Main Responsibilities:

  • Lead the preparation of client profiles and guide front office teams in obtaining required information for Know Your Customer (KYC) purposes.
  • Manage the KYC process, identifying areas for clarification and ensuring timely follow-up with clients and closure prior to submission.
  • Facilitate joint discussions with front office and KYC teams to ensure informed case decisions.
  • Resolve reworks efficiently to facilitate smooth case progression.

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